Carefully followConnectWise Automate - Permission Requirementsfor information on service account requirements.
Once your service account/Automate user is ready then configure the integration in the Settings view by providing click on Settings>Automate to configure. Provide your Automate instance URL and a your service account Username and Password.
Additionally as of Automate 2021 - we highly recommend you also configure the Agent Server Password as per CW Automate Agent Installation/Signup Issue workaround
Click Update RMM Credentials button to save.
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